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Training Course

June 2011. V6.2. Training Course. TEC101: Fundamentals Common Tools. Course Map. Sage ERP X3 Fundamentals. Sage ERP X3 Advanced. Sage ERP X3 Expert. CB 101 – 102 Introduction & Functional Overview (3 days). TEC102 Development (4 days ). TEC103

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Training Course

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  1. June 2011 V6.2 Training Course TEC101: Fundamentals Common Tools

  2. Course Map Sage ERP X3 Fundamentals Sage ERP X3 Advanced Sage ERP X3 Expert CB 101 – 102 Introduction & Functional Overview(3 days) TEC102 Development (4 days) TEC103 Installation (4 days) FIN201 - Finance(4 days) OPE201 - Distribution(3 days) TEC101 - Common Tools(3 days) You Are Here OPE202 - Inventory(2 days) OPE203 - Manufacturing(3 days) TEC101: Fundamentals Common Tools

  3. Objectives • Presentation of Sage ERP X3 ‘Common Tools’ • Prerequisite for using modular functions and development actions • Three-day session 3 TEC101: Fundamentals Common Tools

  4. Prerequisites • Sage ERP X3 Introduction (CB101) • Sage ERP X3 Overview (CB102) TEC101: Fundamentals Common Tools

  5. 1. INTRODUCTION • 2. PART 1 • ACTIVITY CODES • ARCHITECTURE & FOLDER MANAGEMENT • DESIGNING A SIMPLE OBJECT • FORMULAS • 3. PART 2 • BASIC PARAMETERS • PARAMETERS OF THE FUNCTIONS • BASIC TOOLS • WORKFLOW - NOTIFICATION • STATISTICS • 4. PART 3 • REQUESTER • IMPORTS/ EXPORTS • THE PORTAL • PROCESSES TEC101: Fundamentals Common Tools

  6. Part 1 • Activity Codes • Activity Codes • Folder management • Architecture • Notion of inheritance • Utilities • Data extraction • Designing a single object • Tables • Screens • Objects • The windows • Online help • Formulas • Formulas • Variables • Formula assistant • Simple formulas • Tables of variables • Practical functions TEC101: Fundamentals Common Tools

  7. Basic tools • Selections • Attachments • Workflow – Notification • Basic principle • Supervisor parameters • Workflow monitor • Notifications • Manual workflow • Statistics • Statistic management • Enquiry • Triggers • Parameters • Usable data Part 2 • Basic parameters • General parameters • Users & Parameters • Local menus and miscellaneous tables • Sequence Numbers • The Batch Server • Personalisation of the functions • Objects • Personalisation • Transaction • Enquiry screens • Screen-related parameters • Vocabulary TEC101: Fundamentals Common Tools

  8. Part 3 • Requester • Graph • Form • SQL • Enquiry • Imports / exports • Templates • Transcoding tables • I / E parameters • Chronological I / E • Sequencing • The portal • Characteristic • Structure • parameters • Portal view • Processes • Objectives • Main characteristics • Implementation TEC101: Fundamentals Common Tools

  9. PART 1 TEC101: Fundamentals Common Tools

  10. 1.1 Activity Codes • Development > Data and parameters > Development Setup > Activity codes • Activity codes are signature codes that are used to: • Protect and identify specific developments (Type = Functional) • Activate or deactivate Sage X3 elements • Specific activity codes start with X, Y or Z • Protection from patches and upgrades • Identification for patch extraction and dictionary validation • Tables, table indexes, table fields • Screens, screen blocks, screen fields • Objects, individual object parameters • Window tabs • … • Attach a customisable dimension to array elements (Type = Dimension) • Table fields • Screen fields (lines) • Identify localisations (Type = Localisation): • Localisation activity codes start with letter K TEC101: Fundamentals Common Tools

  11. Exercise 1.1.1 Activity Codes TEC101: Fundamentals Common Tools

  12. 1.2 Folder Management • Architecture • Servers • Folders • Standard • Actual • Specific / vertical • Application directories • FIL: table description • REPORT: specific reports • TRT: Process • TRA: Trace TEC101: Fundamentals Common Tools

  13. SAFE X3 Application Architecture TEC101: Fundamentals Common Tools

  14. Architecture TEC101: Fundamentals Common Tools

  15. Scalable • Smaller Enterprises • Application server • Process server • Database server • Larger Enterprises • + Additional process server(s) • Print server(s) • Web server • Document server • Business Objects server • Citrix front-end server TEC101: Fundamentals Common Tools

  16. Solutions and Folders (2 tier) IP Port Sage ERP X3 Solution Database Runtime Inheritance Creation Copy Tools Access rights, signatures, accounting… Rules Company/Site structures, workflow, general parameters… Parameters Tables, Screens, Windows, Objects… Dictionaries Programs (Processes), specific screens and tables… Developments Customers, Products, Sales Orders, Invoices, Journals… Data TEC101: Fundamentals Common Tools

  17. Solutions and Folders (3 tier) IP Port Sage ERP X3 Solution Database Runtime Inheritance Creation Inheritance Creation TEC101: Fundamentals Common Tools

  18. Folders • Standard Folders • X3 • SERVX3 • DEMOPRM TEC101: Fundamentals Common Tools

  19. Folders • Reference folder • X3 • Program operation sheets • Development folders • Test folder • Retrieval of standard processes • NOT to be used for Live Folders • Specific folder TEC101: Fundamentals Common Tools

  20. Data - Extraction / Integration • SVG • Extraction • Copies the table definition files • Extracts data into a database / operating system independent flat file • (4-6 per table) • This is NOT a daily backup procedure • Integration • Takes the extracted table definition files • Integrates data into the folder from the flat files • Should only be performed at same patch level TEC101: Fundamentals Common Tools

  21. Exercise 1.2.1 Folder / Data Extraction TEC101: Fundamentals Common Tools

  22. 1.3 Designing a simple object • Objectives • Overview of Technical Environment • Contents • Presentation of tools • Description of the ERP X3 setup guidelines and technical structure TEC101: Fundamentals Common Tools

  23. Presentation "OBJECT template": This X3 template is used to obtain data by business objects Display Database OBJECT "Business" Window: Object call Object : Linked table Table : Storage fields TEC101: Fundamentals Common Tools

  24. Presentation Data type Table Local menus Miscellaneous tables Object Activity codes Window Screens Data type Action: GOBJET Local menus Miscellaneous tables Function: GESxxx Activity codes TEC101: Fundamentals Common Tools

  25. The tables Development > Data and parameters > Tables > Tables • Activity codes • X - Vertical (Add-On) Development by the OpCo • Y - Bespoke development for the End User by the OpCo • Z - Bespoke development by the End User • The fields • The data types • Generic (A, D, DCB, L, C) • Specific (M, MM) • Functional (BPC, ITM, etc.) • The linked tables TEC101: Fundamentals Common Tools

  26. The indices The table audit The tables • Special Fields TEC101: Fundamentals Common Tools

  27. Exercise 1.3.1 Tables TEC101: Fundamentals Common Tools

  28. The screens Development > Processes > Screens > Screens • Screen dictionary • Header screen - xxx0 • One screen per tab • Screen organization • Headers and Tabsare particularly used in object management and enquiries, in a "window entry" template. • Blocks • Position of the blocks TEC101: Fundamentals Common Tools

  29. The screens • Type of block • The type of block defines the presentation of the fields inside a block • List : List of fields independent one from another • Table: The fields are organised in a scrolling grid of lines • Position / Line / Column • Positioning with the coordinates (line. column) of its upper left corner • Position each block with respect to each other • Reference tables TEC101: Fundamentals Common Tools

  30. 1 2 3 1 A B 2 C 3 D E F 4 The screens TEC101: Fundamentals Common Tools

  31. The screens • The fields • Field position (same principle as for the blocks) • Data type • If field name already used will give list for defaults • Validation / Display / Web display • Generated processes • W0xxxxxxxxxxxx • W1xxxxxxxxxxxx TEC101: Fundamentals Common Tools

  32. Exercise 1.3.2 Screens TEC101: Fundamentals Common Tools

  33. Objects • Development > Processes > Objects Link between the table and the window Simple: Line update In Table: The entire table is loaded Compound: The entire table is loaded (with common header) Special: Used as Left List TEC101: Fundamentals Common Tools

  34. Objects • Standard menu • Linked to the menu navigation • Printing • Define the Crystal Reports • Validate button • Creation of the processes • SUBxxx - Standard process • SPVxxx - Vertical process • SPExxx - Bespoke process • WOxxx TEC101: Fundamentals Common Tools

  35. Exercise 1.3.3 Objects TEC101: Fundamentals Common Tools

  36. The windows • Brings together all the components for user display • Object • All left lists (from other ‘Special’ Objects) • All tabs • Standard Buttons • Additional Menu/Buttons • Entry transactions • Generated processes • WGxxxxxxxxxxxx TEC101: Fundamentals Common Tools

  37. The windows Table Screen Header Screen Tab 1 / 15 Menu Bar & Toolbar Object Main Header screen Header Browser / Left List Tabs Object Left list 1 / 9 Window Details Standard buttons + Buttons + Menus Create Save Delete Cancel … Status bar TEC101: Fundamentals Common Tools

  38. Exercise 1.3.4 Windows TEC101: Fundamentals Common Tools

  39. Conclusion • Simple object • Table • Screen(s) • Object(s) • Window • Interaction of the setup elements • Screen, window, • Object, tables, function TEC101: Fundamentals Common Tools

  40. Calculator • Allows inspection of variables • Allows enquiry of open classes TEC101: Fundamentals Common Tools

  41. The variables TEC101: Fundamentals Common Tools

  42. Exercise 1.3.5 Calculator TEC101: Fundamentals Common Tools

  43. 1.4 Formulas • Objectives • This is not a development course but a module for understanding the X3 language • Contents • Introduction to the X3 language • Use of formula TEC101: Fundamentals Common Tools

  44. Formula components • Constants • Signed / Un-signed Numerical 5, -238, 3.14159 • Character String “Test” • Dates [01/01/2001] • Data fields • Table class [F] • [F:Abr]FieldName • Screen class [M] • [M:Abr]FieldName Within screen grid nolign is the number of the current line [M:SOH4]ITMREF(3)  index = nolign-1 with nolign = 4 TEC101: Fundamentals Common Tools

  45. Formula components • Variables • Local class [L] • System class [S] • date$ • datesyst • Nomap TEC101: Fundamentals Common Tools

  46. Formula components • Variables • Global class [V] • GUSER • GFONCTION • GOLDETAT Development > Data and parameters > Development Setup > Global variable • Initialized when the user logs on or when modules are accessed • WWAGLOBSUP: Process for global supervisor variables • WWAGLOBADX: Process for main global variables • Functions • Operators TEC101: Fundamentals Common Tools

  47. Logical expressions • True / False • False = 0 / True <> 0 • The logical expressions are evaluated in the formulas • String$(GUSER = “ADMIN”, “Administrator”)+String$(GUSER <> “ADMIN”, “No Administrator ”) • Both parts are evaluated • + concatenation A + B = AB • - concatenation with a blank A – B = A B  • Limit: 250 characters in the conditions. TEC101: Fundamentals Common Tools

  48. ? – Help Calculator Help summary Help TEC101: Fundamentals Common Tools

  49. Formula assistant Calculator Assistant TEC101: Fundamentals Common Tools

  50. Formula assistant • Development > Data dictionary > Formula assistant context • This function is used to define headings that are accessible in the formula assistant left list • Global variables • List of variables that are accessible in the assistant menu • Local variables • List of variables that are accessible in the menu related to the context of a function • Functions • List of functions Development > Processes > Processes > Subprograms TEC101: Fundamentals Common Tools

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